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How to Lock Scenario Records

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Activity Mode

When you set the mode as Activity, you also need to select a plan activity. The Activity field has two options: No Activity and the selected Plan Activity. All the combinations of options in Activity mode are covered in this topic. 

Lock No Activity for All Plan Years

This is a good way to say, "Never do anything with this record." 

  1. Set Mode to Activity
  2. In the Activity field, select No Activity
    The Year field is disabled. 
  3. Click Apply & Lock

The records are locked for all plan years and set to No Activity. 

Lock a Specific Activity for a Selected Plan Year

For example, you might want to only perform grinds in plan year 2. 

  1. In the Activity field, verify the selected activity displays. 

  2. In the Year field, select a plan year. 

  3. Click Apply & Lock

For the selected plan year, the records are locked with the selected activity. 

For plan years previous to this plan year, the records are locked with the activity of No Activity.

For plan years after the selected plan year, the records are unlocked with the activity of No Activity.

Unlock Records With a Specific Activity

  1. Select locked records. 
  2. Click Unlock Activities

The selected activity is unlocked for the first year it was locked in the plan. No changes are made to previous or future plan years. 

Unlock Records With Activity of No Activity

This option is not available. You cannot unlock No Activity records in Activity mode because the focus is on the selected activity. No Activity in this mode means an activity is not selected. 

Plan Year Mode

The place in the plan year range dictates what happens during the plan year selected, the years before the selected year, and the years after the select year. Here are some examples for a scenario that has 5 years. 

If an activity for Patch is locked on Plan Year 1: 

  • Plan year 1 is locked; the activity is patch.
  • Plan years 2–5 are unlocked; the activity is No Activity.

If an activity for Patch is locked on Plan Year 3: 

  • Plan years 1 and 2 are locked; the activity is No Activity.
  • Plan year 3 is locked; the activity is patch. 
  • Plan years 4 and 5 are unlocked; the activity is No Activity. 

If an activity for Patch is locked on Plan Year 5 

  • Plan years 1–4 are locked; the activity is No Activity. 
  • Plan year 5 is locked; the activity is patch.

Change to a Specific Activity With the Same Plan Year

  1. From the Activity field, select an activity. 
  2. In the Year field select No Changes
  3. Click Apply & Lock

The selected records with set the activity and the plan year are locked. 

The records before the selected plan year are locked with an activity of No Activity. 

The records after the selected plan year are unlocked with an activity of No Activity. 

Change to No Activity With the Same Plan Year 

  1. From the Activity field, select No Activity
  2. In the Year field select No Changes
  3. Click Apply & Lock

The selected records with No Activity and the plan year are locked. 

The records before to the selected plan year are locked with an activity of No Activity. 

The records after the selected plan year are unlocked with an activity of No Activity. 

Keep the Activity and Change the Plan Year 

  1. From the Activity field, select No Changes
  2. From the Plan Year, select the year you want the activity to take place. 
  3. Click Apply & Lock

The activity for the new plan year is locked. 

For the years before the new plan year, the records are locked with the activity of No Activity. 

For the years after the new plan year, the records are unlocked with No Activity. 

Change Both the Activity and the Plan Year 

  1. From the Activity field, select an activity. 
  2. From the Plan year field, select the year you want the activity to take place. 
  3. Click Apply & Lock

The selected records have a new activity for the new plan year. 

The records before the new plan year are locked with an activity of No Activity. 

The records after the new plan year are unlocked with an activity of No Activity. 

Lock With No Changes 

  1. From the Activity field, select No Changes
  2. From the Year field, select No Changes
  3. Click Apply & Lock

The records with selected activity and plan year remain unchanged.

The records before the selected plan year are locked with an activity of No Activity. 

The records after the selected plan year are unlocked with an activity of No Activity.   

Unlock Any Records 

  1. Select the locked records. 
  2. Click Unlock Activities

The selected records are unlocked, and the activity changes to No Activity. 

The other plan years are not changed. 

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